Financial planning built around how your business actually works.
GridL is a structured budgeting and forecasting platform that connects directly to your accounting and ERP systems — giving your FP&A team a clean, auditable data foundation instead of a spreadsheet.
Connects directly with your source systems
Core Platform
Everything your FP&A team needs — in one place.
From actuals consolidation to multi-scenario forecasting, GridL gives your team the structured, multi-dimensional data model that spreadsheets simply can't provide at scale.
Structure your data in analytical cubes
GridL organizes your financial data into multi-dimensional cubes — each one a purpose-built planning model for a specific area of your business. Every number lives at a precise intersection of account, period, version, and organizational level.
Unlike a spreadsheet, every data point in GridL has a defined home. No duplicated rows, no version confusion, no formula maintenance.
- ✓Separate cubes for OpEx, CapEx, headcount, and revenue — each with its own structure
- ✓Parent accounts automatically aggregate from children across the full hierarchy
- ✓Add custom dimensions to any cube — product line, channel, project, cost type
- ✓Data is stored at the lowest level of granularity and aggregated on demand
| Account | Q1Actual | Q2Forecast | Q3Forecast | Q4Forecast |
|---|---|---|---|---|
| ▸ Personnel | ||||
| Salaries | $1,240 | $1,280 | $1,310 | $1,350 |
| Benefits | $186 | $192 | $197 | $203 |
| Personnel Total | $1,426 | $1,472 | $1,507 | $1,553 |
| ▸ Technology | ||||
| SW Licenses | $128 | $134 | $134 | $140 |
| Cloud Infra | $94 | $102 | $110 | $118 |
| Technology Total | $222 | $236 | $244 | $258 |
| Total OpEx | $1,648 | $1,708 | $1,751 | $1,811 |
USD (000s) · AMER Region · All entities consolidated
Full Capability Overview
The complete FP&A platform.
Every capability you need to run a structured, integrated planning process — from model setup through actuals close and reporting.
Hierarchical Account Structures
Build parent-child account hierarchies that mirror your chart of accounts. Parent accounts automatically aggregate from children. Full GL and custom account support, with bulk CSV import for initial setup.
Chart of AccountsOrg Hierarchy & Entity Levels
Define your full organizational structure — legal entities, subsidiaries, business units, departments, cost centers — with multi-level parent-child hierarchies and custom attribute tagging at each level.
Legal entity · Cost centerMulti-Currency & FX Rates
Manage multiple currencies with full ISO 4217 support. Load average and end-of-month FX rates by period and version. High-precision rate storage ensures consolidated totals are never distorted by rounding.
AVG · EOM ratesAutomatic Recalculation
When structure changes — a new account, a remapped dimension, a revised hierarchy — GridL automatically triggers recalculation across all affected cubes. Your data always reflects the current model without manual refresh cycles.
Event-drivenBulk Import & Export
Load large datasets via CSV with full background processing — accounts, dimensions, entity levels, exchange rates, and financial facts. Imports are staged and validated before committing to production data.
Async · Staged validationReal-Time Status Updates
Long-running operations — large imports, cube recalculations, data loader runs — process in the background and push real-time status to your browser. No waiting, no manual refresh, no guessing whether a job finished.
WebSocket eventsData Model
Every number has a defined home.
GridL organizes financial data around a precise, multi-dimensional model. Every value is stored at a unique intersection of account, entity, version, and period — no ambiguity, no duplicated rows.
Define your structure
Set up your org hierarchy, chart of accounts, currencies, and custom dimensions. Everything is validated and version-controlled from day one.
Build your planning cubes
Create analytical cubes for each planning area — OpEx, CapEx, headcount, revenue. Each cube is independently structured but shares your master dimension and account library.
Load actuals, enter your budget
Pull actuals from your ERP via Data Loaders or CSV import. Enter budget and forecast values directly in the grid. All versions are stored cleanly and separately.
Analyze and report
Filter by version, period, entity, or dimension. Compare actuals to budget. Export to CSV or connect downstream reporting tools.
Organizational Level Structure
Source System Connectivity
Pull actuals from where they already live.
GridL's Data Loader framework connects to your accounting and ERP systems, maps their data to your GridL structure, and loads actuals directly into your cubes — no manual rekeying required.
QuickBooks Online
OAuth 2.0 connection. Map QBO accounts and classes to your GridL account hierarchy and entities automatically.
● LiveNetSuite
OAuth 2.0 M2M authentication. Pull GL actuals by period and subsidiary directly into your planning cubes.
● LiveCSV / Flat Files
Import any structured financial export via CSV. Column and value mapping rules handle format differences automatically.
● LiveREST API
Full documented REST API for custom integrations. Push data from any source system, BI tool, or data warehouse.
● LiveData Loader Pipeline
Mapping rules are saved and reusable across every Data Loader run. Once configured, loading actuals after your monthly close is a single click — or fully automated via API.
Ready to replace your spreadsheet-based FP&A?
See how GridL can connect to your source systems and give your team a structured, auditable foundation for budgeting, forecasting, and reporting.
Built for FP&A
Workflows built around your planning cycle.
GridL is designed around the way corporate finance teams actually work — not generic project management or basic accounting workflows.
Use Case · 01
Annual Budget & Reforecasting
Build your annual operating budget in a dedicated forecast version. As the year progresses, create rolling reforecasts in new versions without disturbing the original budget. Compare all versions side-by-side against actuals at any level of your org hierarchy.
Use Case · 02
Actuals Close & Variance Analysis
Pull actuals from your accounting system via Data Loader pipelines after each close. GridL maps source transactions to your planning accounts and entities automatically. Run variance analysis against budget and prior periods without exporting to a spreadsheet.
Use Case · 03
Multi-Entity Consolidation
Model your full legal entity structure with multi-level hierarchies. Parent entities consolidate automatically from their children. Multi-currency operations use version-specific FX rates, so consolidated totals are always in your reporting currency.
Security & Data Integrity
Enterprise-grade security, by design.
Your financial data demands the highest levels of access control, tenant isolation, and audit reliability. GridL is built security-first at every layer of the stack.
Role-Based Access Control
Fine-grained, ability-based permissions. Control who can read, write, or administer each workspace and resource — down to individual cubes and accounts.
Full Multi-Tenant Isolation
Every client operates in a fully isolated environment. Data is scoped at the API, ORM, and database query levels. Cross-tenant access is structurally impossible, not just policy-enforced.
JWT Authentication
All API requests require a valid, signed JWT token verified on every call. Enterprise-grade identity management with SSO readiness built in.
UTC-First Period Integrity
All financial facts and period boundaries are stored and processed in strict UTC across every server region. No data is ever misassigned to the wrong accounting period.
Staged Import Validation
All bulk imports are staged and fully validated before being committed to your production cubes — protecting referential integrity at every step.
User Permissions Matrix
| Resource | Analyst | Controller | Admin |
|---|---|---|---|
| View Cubes & Reports | ✓ | ✓ | ✓ |
| Edit Forecast Versions | ✓ | ✓ | ✓ |
| Load Actuals (Data Loader) | — | ✓ | ✓ |
| Manage Accounts & Levels | — | ✓ | ✓ |
| Manage Users & Roles | — | — | ✓ |
| Create / Delete Instances | — | — | ✓ |
Data Isolation Guarantee
Every API request is scoped to a clientId and instanceId. No query in the system can return data outside the authenticated tenant boundary — isolation is enforced structurally, not just by access policy.
Frequently Asked Questions
Common questions from FP&A teams.
What accounting systems does GridL connect to?
GridL currently supports native connectors for QuickBooks Online and NetSuite via OAuth 2.0. CSV import is available for any source system that can produce a flat-file export. Custom integrations are supported via REST API.
How does version isolation work?
Each version — Actuals, Working Forecast, Board Forecast, or a scenario — is a fully isolated data container. You can compare versions side-by-side, and Actuals are always protected from overwrite by design.
Can I build different models for different areas of the business?
Yes. GridL lets you create separate analytical cubes for each planning area — OpEx, CapEx, headcount, revenue — each with its own account and entity structure. All cubes share your master dimension and account libraries.
How does multi-currency consolidation work?
GridL supports multiple currencies per workspace with full ISO 4217 coverage. You can maintain separate FX rate tables (average and end-of-month) per planning version. Consolidated parent entities automatically report in your chosen reporting currency.
How are large data loads handled?
All bulk imports are processed as background jobs with real-time status updates in the UI. Data is staged and validated before committing to production. Every import produces a job ID for tracking and audit.
Is GridL multi-tenant? Can we support multiple subsidiaries?
Yes. GridL is a fully multi-tenant SaaS platform. Each organization has isolated workspaces with their own hierarchy, accounts, versions, and cubes. Data is completely isolated at every layer of the stack.